Cleveland PDM Manual de usuario

PDM Guide PDM Core User Guide Authored by: Adenium Systems Training Department

PDM User Guide 10 Notifications Tab Overview Click the Notifications tab. The notifications tab allows you to monitor and review all notifications th

PDM User Guide 100 Enter the display name and the rest of the appropriate information.

PDM User Guide 101 To add addendum documents to the bid package PDM allows the user to drag documents from the project documents window to the bid pa

PDM User Guide 102 The documents will be displayed in the bid document addenda folder.

PDM User Guide 103 Once the addenda folder has been created and populated, a notification of addenda should be sent to the bidders. Right click on th

PDM User Guide 104 Awarding the Bid Package Once all of the subcontractor’s bids have been received and a decision made, the bid package can be close

PDM User Guide 105 To view the awarded bid, click the Awarded tab.

PDM User Guide 106 MMAANNAAGGIINNGG UUSSEERR SSEETTTTIINNGGSS Managing My Account You can update your contact and administrative information on th

PDM User Guide 107 Adenium Systems 34103 Lakeshore Boulevard Cleveland, OH 44095 www.adeniumsystems.com

PDM User Guide 11 Bid Packages Tab Overview Click the Bid Packages tab. The Bid Packages tab allows you to monitor all active bid packages for all p

PDM User Guide 12 My Account Tab Overview Click the My Account tab. The My Account tab allows you to enter your public and private contact informatio

PDM User Guide 13 PPRROOJJEECCTT MMAANNAAGGEEMMEENNTT Creating a New Project PDM allows you to manage your projects. You select the projects that y

PDM User Guide 14 The project list will be displayed. On the left side is a list of all portals and the projects available on that portal. In the

PDM User Guide 15 Enter the Project information like Display Name, Description, Status, and Default Print Location. Click Next. Enter the Attribute

PDM User Guide 16 The project is created and listed in the Available list. Select the project and click the right arrow to move it to the Selected

PDM User Guide 17 The project is listed on the Projects tab.

PDM User Guide 18 CCOONNTTAACCTT MMAANNAAGGEEMMEENNTT PDM contains a very robust contact management system that is easy to use. Contacts can easily

PDM User Guide 19 When you do this, the tabs down the side will allow you to easily see contacts that start with that letter or number. Click on the

Document History Initial Release: Wednesday, July 25, 2007 Latest Release: Wednesday, September 19, 2007 Release Number: 18 Printed: Wednesday, Septem

PDM User Guide 20 Searching for Contacts When you have very large contact lists, or when you are having trouble locating a contact, you can search fo

PDM User Guide 21 Creating Contact Lists You can organize your contacts in contact lists. Contact Lists can be used to organize groups of contacts by

PDM User Guide 22 Click on the newly created contact list to show that the contact has been added to the contact list.

PDM User Guide 23 Creating New Contacts You can create a new contacts. All contacts have a unique identifier (their email address) and belong to an o

PDM User Guide 24 Contacts are organized based on the organization and location where they are based. This makes it easy to locate information on mu

PDM User Guide 25 Frequently users who are searching for subcontractors to be used on a project will need to assure that they have a certain perce

PDM User Guide 26 Enter the address and telephone information for the new location. Click OK to save the information. The new organization and the

PDM User Guide 27 Click Next Enter the appropriate contact information and click Next.

PDM User Guide 28 You can enter the construction codes for which this contact provide services. You can also enter a service area which identifies

PDM User Guide 29 Enter any custom attributes for the contact. Click Finish.

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PDM User Guide 30 Importing Contacting Lists You can import a list of contacts from an external file. Contacts from other programs can be quickly im

PDM User Guide 31 Click Browse and browse to the .xls or .csv file that contains the contacts you want to import and click Next. Verify that the

PDM User Guide 32 PDM will display a list of all of the contacts to be imported. Verify that the information is correct. Click Next. The new co

PDM User Guide 33 When PDM is finished importing, a summary of the records imported will be displayed. If any errors occur, it will allow you to vi

PDM User Guide 34 Sharing Contacts PDM allows users to share their personal contact lists with others. This allows one group of project team members

PDM User Guide 35 Emailing Contacts You can send an email to any contact or contacts directly from PDM. This saves you the time to create a new email

PDM User Guide 36 A new message will open with the To field already populated with their email addresses. Type your message and click Send. Note:

PDM User Guide 37 DDOOCCUUMMEENNTT MMAANNAAGGEEMMEENNTT Documents Tab Operations PDM provides two types of document storage and organization. Non-

PDM User Guide 38 Personal documents: Company documents: Division documents:

PDM User Guide 39 Document Manager Operations There are many advantages of working with PDM Document Manager. PDM Enterprise tracks all document acti

Defining Bid Packages 76 Creating Bid Packages 76 Organizing Bid Documents 80 Adding Bidders to Bid Packages 82 Adding Bidders to Bid Packages 83

PDM User Guide 40 Adding Files to a Documents Folder PDM provides a sophisticated Document Capture application. Right click on the Documents Window

PDM User Guide 41 When you drop the files, the files may be uploaded immediately or you may be prompted to enter some further information. Some fol

PDM User Guide 42 Enter the attributes for the documents and click OK. A red star next to a field indicates that the attribute is required. The

PDM User Guide 43

PDM User Guide 44 Copying Documents Between Folders PDM allows documents to be dragged between any two folders. PDM will add the document to the sec

PDM User Guide 45 Opening a Document Opening a document will open the native design format in Read-Only mode. To open a document, right click on the

PDM User Guide 46 Creating a Subfolder You can add subfolders to any folder in the folder tree. To add a subfolder, right click on the folder in whi

PDM User Guide 47 Adding Documents to Folders by Browsing You can upload a batch of documents into Manage Documents. There are two ways to do so, you

PDM User Guide 48 A message displays to verify what you are about to upload. Click Continue. The folder is uploaded with all of its documents and

PDM User Guide 49 Adding Documents to Folders by Drag and Drop You can drag and drop a folder or a group of documents into a Manage Documents folder.

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PDM User Guide 50 If you selected Upload, the folder is uploaded with all of its documents and subfolders. The Manage Documents folder name is the or

PDM User Guide 51 Editing a Document When you edit a document, you are checking out the “Design” format of the document. The document is marked as “U

PDM User Guide 52 The document will be downloaded to your machine. In Manage Documents, the document will be displayed in red, indicating that it is

PDM User Guide 53 If you do not submit the changes now, you can reopen the “Edit of” document from Manage Documents to make further edits. PDM Ente

PDM User Guide 54 Undoing a Checkout You can undo a checkout if you decide that the checkout was not necessary. To undo a checkout, right click on th

PDM User Guide 55 If you clicked Delete or Export, the checkout is undone. The action will still be recorded in the transaction log. (For more inform

PDM User Guide 56 Extracting Documents You can extract documents out of the PDM Vault and put in on a drive of your choice. In doing so, the document

PDM User Guide 57 Select the folder in which you want to place the extracted documents and click OK. You will be asked which document type to ext

PDM User Guide 58

PDM User Guide 59 Re-sequencing Documents You can set the sequence of documents if they need to be in a different order. Sequencing is different than

PDM User Guide 6 PPDDMM OOVVEERRVVIIEEWW PDM Pro is a Windows Remote Application developed with the latest Internet Technology. It runs on the l

PDM User Guide 60 Drag the documents to the order in which you want them. You can also use the up and down arrow keys. To use a sort, click on a colu

PDM User Guide 61 Modifying Document Statuses You can modify the status of a document if you need to make a document Active, Draft, Inactive, or Dele

PDM User Guide 62 The document status is changed. Draft documents display in blue. Inactive and Deleted documents display in gray (or they may not di

PDM User Guide 63 Removing Documents From a Folder If you no longer need a file in a folder, you can remove it. Removing a document from a folder doe

PDM User Guide 64

PDM User Guide 65 MMAANNAAGGIINNGG TTHHEE BBIIDDDDIINNGG PPRROOCCEESSSS Using PDM, you can efficiently manage the bidding process. You can easily

PDM User Guide 66 Prequalifying Bidders The first step in the bid process is to prequalify your bidders. Inviting Potential Bidders to Prequalify To

PDM User Guide 67 The next window displays the predefined notification types. PDM allows you to define an unlimited number of notification types. E

PDM User Guide 68 The next screen allows you to enter information describing the notification and when it should be sent. You can define the schedule

PDM User Guide 69 At the date and time specified in the prequalification notification, PDM will send all faxes and emails to the selected recipients.

PDM User Guide 7 Projects Tab Overview When the main window displays, the Projects tab is displayed and shows all of the projects that you have creat

PDM User Guide 70 Collecting Potential Bidder Prequalification Information When the potential bidder clicks on the link inserted into their email, th

PDM User Guide 71 The first page displays the contact information for the user who has been invited to prequalify. The user can quickly enter any in

PDM User Guide 72 The remainder of the prequalification information can be entered in various section of the web application. By default PDM allows

PDM User Guide 73 Viewing Detailed Prequalification Information for Each Bidder You can view the prequalification of each contact to whom you sent an

PDM User Guide 74 Click the Review tab to set whether the person is prequalified or not. Click Print to print the information. Click OK to save an

PDM User Guide 75 Selecting Prospective Bidders for the Project You can select the qualified bidders and add them to the project. Open the My Cont

PDM User Guide 76 Defining Bid Packages In many projects the bidding phase is divided into bidding on multiple bid packages. This allows you to brea

PDM User Guide 77 On the General Information window, enter the information about the bid package. Enter a Display Name and Description. Set the Stat

PDM User Guide 78 Many times there will be a pre-bid meeting to make sure all bidders start out with a good understanding of the project. Enter the

PDM User Guide 79 In the Scheduling window, enter the critical dates and times for the bid package. When complete, click Finish.

PDM User Guide 8 Contacts Tab Overview Click the Contacts tab. The Contacts tab allows you to create a directory of all of your contacts. This can in

PDM User Guide 80 Organizing Bid Documents One of the biggest strengths of PDM is its ability to manage and organize documents. During the bidding p

PDM User Guide 81 The document tab allows the project administrator to define a folder structure for the bid package documents and add project docume

PDM User Guide 82 Once your folders are created, drag documents from the main Documents tab into the package folders. Click OK.

PDM User Guide 83 Adding Bidders to Bid Packages Once the bid package has been defined, the project manager needs to begin selecting the potential bi

PDM User Guide 84 Drag the contacts that you want to send the bid package to from the undocked contact list to the bid package Invitees tab. The co

PDM User Guide 85 Sending Invitations to Bid for a Bid Package Once the bid package is created with the folders, documents, and contacts added, you c

PDM User Guide 86 Enter the Display Name and Description. Set the Status to Active. Enter the Delivery Information for when you want to send the inv

PDM User Guide 87 If you need to add or remove recipients, drag them from the main PDM window as needed. The contacts you previously added are alread

PDM User Guide 88 The HTML for the Email Message Content can be edited. Click Preview Email to see what it will look like. Usually you will not have

PDM User Guide 89 Enter any attachments for the notification. Click Next. Review the notification and click Finish.

PDM User Guide 9 Documents Tab Overview Click the Documents tab. The Documents tab allows you to manage and organize your own documents. PDM allows

PDM User Guide 90 Inviting Subcontractors to Bid When the bid package has been created, the recipients of the invitation to bid will receive an email

PDM User Guide 91 Sub Reviews Bid Package in Online Plan Room The sub is directed to the web portal that contains the bid packages and documents. Whe

PDM User Guide 92 Select one of the bid packages displayed under the “Bid Packages” Folder When a user clicks on one of the bid package folders, the

PDM User Guide 93 PDM will display the documents that have been assigned to the Bid Package in the window on the right. The user can view, print, or

PDM User Guide 94 Subcontractor Replies with bidding intentions Once the subcontractor has reviewed the documents the General Contractor would like t

PDM User Guide 95 Managing Subcontractor Bid Responses You can monitor and manage the invitations that you have sent. The Invitee tab in the bid pack

PDM User Guide 96 To edit a bidder’s responses, right click on the bidder, point to Edit Responses and point to Bid Status. Select either Not Bidding

PDM User Guide 97 Reviewing the Bidder Coverage You can check the bid to determine if adequate bids are going to be received for each bid package.

PDM User Guide 98 Bid Package Report You can run a bid package report to monitor responses and bid information. To do so, click the Reports tab. Ri

PDM User Guide 99 and their current bid status. Processing an Addenda When an addenda is release, the addenda should be added to the bid package so t